Key Use Cases

Identify zones with too many loads and not enough drivers (imbalances)
Spot underutilized driver pools or excess capacity
Plan repositioning strategies to close regional gaps
Adjust trip assignments and prioritize critical lanes
Use near real-time data to reforecast zone-level operations

Navigation Overview

Navigate to Planning > Balance from the left-side menu.

The page consists of two sections:

Top Panel: Zone-based grid displaying Trips, Drivers, and Net Imbalance
Bottom Panel: Filtered Trips or Driver Table based on selected timeframe and zone

How the Balance Grid Works

The grid displays rows by Zone (e.g., Mid-Atlantic, Southeast, Pacific) and columns by Day (or smaller intervals if configured). Each cell shows:

Trips: Number of loads requiring coverage
Drivers: Number of available or inbound drivers
Net (Ratio): Difference between trips and drivers and a percentage to visualize imbalance
- Positive = surplus drivers
- Negative = shortage of drivers
- Ratio = (Net ÷ Trips) for quick scanning

* Cells are color-coded based on severity of imbalance. Each value is a hyperlink to populate the Bottom Panel

Time Granularity & Date Range Filters

Use the dropdown menus above the grid to control your view:

Time Buckets:
- Every 6h
- Every 8h
- Every 12h
- Every 24h (default)
Date Range:
- Today
- Next 3 days
- Next 7 days

* These selections dynamically update the columns and total grid view.

Driver & Trip View Selectors

These filters let you apply custom logic to who is considered “available” or “inbound”:

Drivers: Choose driver pools based on fleet, mode, or tag from saved driver views
Trips: Filter down to only contractual freight, high-priority shipments, or brokerable loads based on saved trip views

* This is useful for scenario planning, dedicated fleet analysis, or contract compliance tracking.

Trips Panel

The Trips Grid underneath the Balance Grid shows all trips within the selected time and zone range.

You can:

Click on a Trip ID to open the Trip Detail Panel
Select trips to initiate Optimization
Sort or filter by Revenue, Customer, Appointment Time, Load ID
Export data as CSV for downstream modeling or executive review

Driver Panel

When a user selects a zone and time bucket in the Balance Grid, the Driver Panel appears below the table, showing a filtered list of drivers available in that specific zone and window.

This table allows planners to:

View all available or inbound drivers contributing to that zone’s driver count
Select drivers to initiate Optimization
Analyze where drivers are coming from, their next available location, and PTA (Planned Time of Availability)
Cross-reference driver zones, fleets, and domicile assignments
Prepare for repositioning or optimize driver-load pairing manually

* This panel helps bridge the gap between projected supply and demand, giving planners the ability to act immediately by assigning or relocating specific drivers.

Data Dictionary

Name	Description	Data Type
Zone	Defined geographic area (e.g., Northeast Zone)	String
Date	Specific date (and optionally hour) of evaluation	Date or DateTime
Trips	Count of trips forecasted to start in the zone during that time bucket	Integer
Drivers	Count of drivers available in the zone during the same period	Integer
Net	Calculated difference: Drivers - Trips	Integer
Ratio	Net divided by Trips, expressed as a percentage	Percentage
Time Bucket	Time slice for aggregation (6h, 8h, 12h, 24h)	Enum
Driver View	Filter applied to determine which drivers are included	Filter Tag
Trip View	Filter applied to determine which trips are included	Filter Tag
Trips Table	All filtered trip records by ID, status, start time, location, etc.	Table

Network Balance Module

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